How big is Summit Plastics, Inc.'s plan?

Summit Plastics, Inc.'s plan reported $19.1M in assets and 276 participants for 2024.

Original filing (PDF)20251021133623NAL0000795267001

Summit Plastics, Inc.

Name: Summit Plastics, Inc. — Employee Benefit Plan of, Form 5500 (2024)
Creator: Summit Plastics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of Summit Plastics, Inc.

Defined-contribution retirement plan · Summit Plastics, Inc.'s Employee Benefit Plan of Summit Plastics, Inc. held $19.1M in plan assets for 276 participants in 2024, with Mutual of America as recordkeeper.

Active participants

276

Accounts w/ balance

216

Plan assets (EOY)

$19.1M

Net assets (EOY)

$19.1M

People on this filing

Aaron Knapp signed Summit Plastics, Inc.'s 2024 Form 5500 as plan administrator.

Aaron Knapp — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Plastics, Inc.'s EIN is 64-0850117.

EIN 64-0850117

Plan number 002

Plan year 2024

ACK ID 20251021133623NAL0000795267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Plastics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Plastics, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

SUMMIT PLASTICS, INC.

EIN

all filings

Address

107 S LAUREL ST · SUMMIT, MS · 39666

Phone

(601) 276-7500

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-21

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HORNE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$78K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$9K	—

Investments

33 direct securities · 1 pooled fund· $19.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$14.3M

17 holdings

Common Collective Trusts

$2.6M

5 holdings

Mutual Funds

$1.8M

8 holdings

Pooled Separate Account

$285K

1 holding

Stable Value

$282K

2 holdings

U.S. Treasuries

$1K

1 holding

					% of plan
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$2.9M	15.3%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$1.9M	9.9%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$1.9M	9.8%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$1.7M	8.7%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$1.7M	8.6%
Mutual of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$1.4M	7.3%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$1.2M	6.4%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$1.1M	5.8%
Mutual of America BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$772K	4.0%
Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$747K	3.9%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$605K	3.2%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$409K	2.1%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$407K	2.1%
Mutual of America MFS Mid Cap Value R6	Mutual Funds	—	—	$366K	1.9%
Mutual of America Dodge & Cox Stock	Mutual Funds	—	—	$347K	1.8%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$321K	1.7%
Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$296K	1.5%
INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 002	Pooled Separate Account	—	—	$285K	1.5%
Mutual of America Victory RS Small Cap Growth R6	Other securities	—	—	$232K	1.2%
Mutual of America Invesco Stable Value Trust A1	Stable Value	—	—	$158K	0.8%
Mutual of America Vanguard International Growth Adm	Mutual Funds	—	—	$152K	0.8%
Reliance Trust Stable Value Fund- Metlife * Mutual of America Series 25053 Class 0	Stable Value	—	—	$125K	0.7%
Mutual of America Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$101K	0.5%
Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$75K	0.4%
Mutual of America PIMCO Real Return Instl	Mutual Funds	—	—	$67K	0.4%
Mutual of America Loan Fund	Other securities	—	—	$41K	0.2%
Mutual of America Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$26K	0.1%
Mutual of America American Funds New World R6	Mutual Funds	—	—	$21K	0.1%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$20K	0.1%
Mutual of America Calvert International Responsible Idx R6	Common Collective Trusts	—	—	$20K	0.1%
Mutual of America Delaware Small Cap Value R6	Other securities	—	—	$12K	<0.1%
Mutual of America Calvert US Large Cap Core Rspnb Idx R6	Common Collective Trusts	—	—	$4K	<0.1%
Mutual of America Calvert Small-Cap R6	Other securities	—	—	$2K	<0.1%
Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$1K	<0.1%